4A

4Wealth Advisors Portfolio holdings

AUM $108M
1-Year Est. Return 14.52%
This Quarter Est. Return
1 Year Est. Return
+14.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.3M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$590K
2
+$580K
3
+$575K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$552K
5
CVX icon
Chevron
CVX
+$540K

Top Sells

1
+$1.22M
2
+$1.11M
3
+$748K
4
WWW icon
Wolverine World Wide
WWW
+$731K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$653K

Sector Composition

1 Technology 12.95%
2 Consumer Discretionary 7.52%
3 Financials 6.18%
4 Healthcare 4.93%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$429K 0.47%
6,952
-1,394
77
$423K 0.46%
771
+62
78
$421K 0.46%
772
+52
79
$413K 0.45%
14,786
-3,583
80
$411K 0.45%
829
-795
81
$407K 0.44%
1,517
+161
82
$404K 0.44%
+49,200
83
$401K 0.44%
5,082
+369
84
$397K 0.43%
4,013
-12,349
85
$395K 0.43%
10,507
-860
86
$378K 0.41%
9,603
+905
87
$373K 0.41%
5,870
+1,423
88
$369K 0.4%
4,018
-214
89
$367K 0.4%
1,507
+340
90
$357K 0.39%
12,575
-750
91
$354K 0.39%
3,374
+65
92
$354K 0.39%
2,530
+669
93
$342K 0.37%
13,490
+2,779
94
$340K 0.37%
2,127
-105
95
$338K 0.37%
1,240
-53
96
$338K 0.37%
9,280
-2,569
97
$337K 0.37%
644
+13
98
$314K 0.34%
4,436
+144
99
$309K 0.34%
1,863
-59
100
$306K 0.33%
1,024
+69
2 3
4
5 6